Omni 360 Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History
Omni 360 Wealth, Inc.
- $135 Billion
- Q2 2024
A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 16,718 shares of SCHZ stock, worth $792,934. This represents 0.57% of its overall portfolio holdings.
Number of Shares
16,718
Previous 21,151
20.96%
Holding current value
$792,934
Previous $973 Million
21.68%
% of portfolio
0.57%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio